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Retirement Trust Foundation

Updated: 5/2/12

RETIREMENT TRUST FOUNDATION UPDATE

May 2012

Following are excerpts from a letter issued jointly on May 1, 2012 by International President Tamra Goodall, CAP-OM and Trustee Chair Kelly Reggio, CAP-OM:

We have exciting news! As you may have already heard, the Retirement Trust Foundation and the Research and Educational Foundation are being merged into one non-profit organization: THE FOUNDATION OF IAAP.

The Foundation of IAAP will support the profession in the same way the RTF and R&E foundations do currently. The Foundation will offer education, research and training to the administrative professional community, in addition to community based initiatives inclusive of the retirement housing at Vista Grande. Through the donations of IAAP members and our stakeholders in IAAP, such as our valued corporate partners, we will continue to support admins now and into the future.

Why the change? Over the years we've often been asked: Why two non-profits? It's confusing. Where do we send our donations? We feel like we have to choose one foundation over the other. Which foundation does IAAP value more? Throughout the last year the IAAP Board of Directors and the RTF Board of Trustees sought answers by examining these two foundations and their missions. What became apparent was if the two foundations were combined, we would eliminate the duplicative administrative fees and would create a more focused fundraising effort to continue to help admins through all stages of their lives, and become better stewards of the funds you've entrusted to us.

Throughout this past year, we've communicated that the RTF wasn't actively fundraising but was accepting donations. That's changed. During our "Under Construction" stage, while the R&E aand RTF are going through the process of joining together, we are enthusiastically and proactively fundraising and accepting donations. When we start the new fiscal year, we'll have funds right from the start, funds for "members helping members". We are actively fundraising, beginning today. If you'd like to donate, made your checks payable to the RTF while we're hammering out the details.

We are excited about everything The Foundation can do to help admins now and into the future. Thank you for all your past support of the profession through your gifts and your time.

Sincerely,

Tamra Goodall, CAP-OM
International President

Kelly Reggio, CAP-OM
RTF Board of Trustees Chair

The Retirement Trust Foundation Committee promotes interest and develops fundraising projects to support the Retirement Trust Foundation. For more information on the Harrisburg Chapter's efforts, contact Kathie Hook CAP-OM.